Position in ESS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,636,572
+$1,744,188 QoQ
Shares Held
15,901
+33.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#191
of 631 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WESTPAC BANKING CORP holds $24,915,467 across 8 REIT - Residential names. ESS ranks #4 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
86,536 | $5,878,390 | |
| 2 | 78,486 | $5,302,378 | |||
| 3 | AMH |
American Homes 4 Rent
|
142,898 | $4,789,940 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
15,901 | $4,636,572 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
38,088 | $2,454,771 | |
| 6 | JAN |
Janus Living, Inc.
|
58,074 | $1,669,046 | |
| 7 | UDR |
UDR, Inc.
|
2,856 | $114,011 | |
| 8 | INVH |
Invitation Homes Inc.
|
2,329 | $70,359 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,636,572 | 15,901 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,892,384 | 11,952 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,179,935 | 12,152 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,617,713 | 9,780 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,771,651 | 9,780 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,200,590 | 10,440 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,220,333 | 11,282 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,737,357 | 12,651 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $4,172,009 | 15,327 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,172,100 | 21,127 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $5,238,228 | 21,127 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,455,373 | 21,007 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,878,125 | 20,820 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $17,232,505 | 82,397 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $11,275,838 | 53,208 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $13,534,600 | 55,875 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $23,781,192 | 90,938 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,576,441 | 59,559 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $23,625,473 | 67,074 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $23,835,337 | 74,546 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $24,170,604 | 80,566 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $37,746,613 | 138,856 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,099,103 | 109,928 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $19,034,489 | 94,798 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $17,992,362 | 78,511 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $16,429,020 | 74,596 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||